At Abbot Downing, you’ll work with a dedicated relationship manager who, along with a dedicated team of professionals representing six service areas, will deliver personalized service to you and your family. View Our Relationship Managers
Stacey is a managing director in Abbot Downing’s Minneapolis office where she leads a team of wealth management specialists in investment and fiduciary services, financial planning, family culture, and banking.
Read MoreJoel is a director in the Los Angeles office. In addition to managing client relationships, Joel’s experience includes working with closely-held business owners and addressing wealth transfer planning objectives.
Read MoreChris is a director in the San Francisco office of Abbot Downing. He is responsible for the overall management of client relationships, including asset management, planning and family dynamics, banking, and fiduciary services. Chris brings over 10 years of in
Read MoreJason is a director in Abbot Downing’s Chicago office. He leads a team of wealth management specialists responsible for providing investment management solutions to families, non-profit organizations, and foundations.
Read MoreDavid is a senior vice president and managing director in Abbot Downing’s Atlanta office. He is responsible for the delivery of multi-family office, wealth transfer strategies, and financial planning services to Abbot Downing clients in the Southeast regi
Read MoreJennifer is a senior vice president and managing director in Abbot Downing’s Raleigh office where she specializes in managing relationships for multigenerational families. Her efforts involve a highly interactive, collaborative approach with client famili
Read MoreJay Goetschius is a managing director at Abbot Downing. He serves ultra-high-net-worth families and individuals, as well as endowments and foundations, in the New York metro area, New England, and Florida.
Read MoreCourtney Grimsrud is a director in Abbot Downing’s Minneapolis office where she is responsible for the management of client relationships. Courtney leads the team of wealth management specialists.
Read MoreDavid A. “Dave” Gutzke is a director in the Minneapolis office. As a relationship manager, Dave provides wealth advice to family offices, families, and individuals.
Read MoreChris is a managing director in Abbot Downing’s Chicago office. He is responsible for managing ultra-high-net-worth client relationships in the Midwest region. Chris works with an integrated team of specialists to deliver Abbot Downing’s comprehensive wealth solutions to clients.
Read MorePhilip Jodz is a director in the Philadelphia office, where he is responsible for managing client relationships with an emphasis on fiduciary administration, wealth transfer and multigenerational planning for individuals and families.
Read MoreJessica is a director in the Philadelphia office of Abbot Downing, where she specializes in managing fiduciary relationships for multigenerational families in the Western and Northeast regions. Her efforts involve a highly interactive, collaborative approach with client families and their advisors.
Read MoreKayce is a senior vice president and director in Abbot Downing’s Winston-Salem office with responsibility for managing the client relationships of ultra-high-net-worth, multigenerational families.
Read MoreJohn is a senior vice president and managing director in Abbot Downing’s Jacksonville office. He is responsible for the delivery of multi-family office, investment management, and financial planning services to clients throughout Abbot Downing’s Southeast
Read MoreChuck Maloney is a director in the Minneapolis office. He is responsible for managing relationships of multigenerational families. Prior to Abbot Downing, he was a financial principal with Lowry Hill for over 15 years.
Read MoreDenise is a director in the Scottsdale office. At Abbot Downing, Denise draws on her past experiences to help clients develop and implement their wealth transfer plans and makes recommendations about wealth transfer and income tax saving strategies.
Read MoreWendy Morgan is a director in the San Francisco office. She is responsible for managing client relationships for the Northwest region of Abbot Downing.
Read MoreMichael Morrone is a managing director in the San Francisco office. He is responsible for managing complex client relationships, including asset management, legacy and wealth planning, family dynamics, banking, and fiduciary services.
Read MoreTodd is a senior vice president and managing director in Abbot Downing’s Palm Beach office. He was previously an advisor with Wells Fargo Family Wealth. Todd has past experience in wealth transfer and generational planning, tax, and investments. He has si
Read MoreNhaman is a director in the Los Angeles office. She manages complex multigenerational relationships for ultra-high-net-worth families.
Read MoreDesiree is a director in the Los Angeles office of Abbot Downing overseeing management of complex wealth, such as sophisticated wealth transfer planning techniques, business succession planning, investment management, charitable giving, and multigeneratio
Read MoreRick is an associate director in the Scottsdale office. He assists clients in the development and implementation of their wealth planning strategies.
Read MoreLaurie Rivard is a director in the Minneapolis office, managing client relationships for the Midwest region. Prior to Abbot Downing, she was a financial principal at Lowry Hill from 1993 to 2012.
Read MoreJim Rockwell is a managing director for the Midwest region. His responsibilities include advising clients with wealth transfer planning and administration. Jim was previously a financial principal and partner at Lowry Hill.
Read MoreDavid is a senior vice president and director in Abbot Downing’s Raleigh office with responsibility for managing complex relationships of ultra-high-net worth, multigenerational families. David leads a team of highly experienced wealth management professi
Read MoreAngie Sabel is a managing director in Abbot Downing’s New York office. She is responsible for providing clients with comprehensive relationship management and partnering with Abbot Downing’s specialists for asset management and planning.
Read MoreMelanie is a managing director in Abbot Downing’s Houston office. She serves ultra-high-net-worth multigenerational families, family offices, foundations, and endowments.
Read MoreDavid is a director at Abbot Downing in the Philadelphia office. He is responsible for providing clients with comprehensive relationship management and partnering with Abbot Downing’s specialists for asset management and planning.
Read MoreAs a managing director at Abbot Downing, Michael Smolarski is responsible for providing comprehensive relationship management, including financial and estate planning services, for Abbot Downing’s clients.
Read MoreBrad is a vice president and director in Abbot Downing’s Palm Beach office. He is responsible for the delivery of multi-family office, wealth planning, and financial planning services to our client families.
Read MoreVishal is a managing director at Abbot Downing serving ultra-high-net-worth multigenerational families, family offices, foundations, and endowments in the San Francisco area. He is dedicated to delivering Abbot Downing's comprehensive wealth management se
Read MoreEric Williams is a managing director in Abbot Downing’s San Francisco office where he is responsible for the overall management of client relationships.
Read MoreChuck is a senior vice president and director in Abbot Downing’s Winston-Salem office. He is responsible for leading a team of wealth management specialists to serve the financial needs of multigenerational families and non-profit organizations.
Read MoreWe attend to the full impact of your unique wealth. Our goal is to ensure you receive ideal advice and holistic solutions to help you achieve your goals.
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